Global X Fertilizers ETF (SOIL-N)

(A Top Pick Aug 4/17. Up 4%.) The period of seasonal strength is normally from about September right through until the end of December. The iShares Global Agricultural Index (COW-T) just had a break out today to an all-time high. However, both are reaching the end of their period of seasonal strength, around the end of December.

(A Top Pick Aug 4/17, Up 5%) The period of seasonal strength is from now until the first week in January. It has a nice upward trend, broke to new highs recently, and the technicals are great. Farmers want to reduce taxes by buying fertilizer after a good year like this year.

Historically, this has done well from September through to around the 1^st of the year. It just had a nice break out recently. It is establishing an upward trend, so the technicals are positive. Seasonally, this continues through until January.

We have seen this sector not only outperform the market but established an upward trend in the last few weeks. It is getting very close to a very important resistance level. Technically it looks very interesting. On a seasonal basis, fertilizer stocks are very strong between now and the middle to the end of September. Technicals are starting to come together.

(A Top Pick July 23/15. Down 7.77%.) The seasonality trade in the fertilizer sector is still positive. During the last week or so it has started showing signs of outperforming the market. If you own, continue to Hold, and in fact you can add to your position in the next 6 weeks or so. (See Top Picks.)

This is a basket of fertilizer stocks, and an easy way to play the fertilizer sector. Seasonal strength starts around the beginning of July and moves very strongly until around the middle to the end of September. This is followed by a little bit of a dip followed by a very, very strong move right through until the 1^st week in January. The earnings for the sector have been really bad and have been trending down for the last couple of years. For the 1^st quarter, in the last couple of years, earnings for the fertilizer sector is going to turn positive and earnings on a year over year basis are expected to be up about 15%.

(Top Pick Aug 22/14, Down 7.73%) Anything to do with commodities got killed because of the US$’s strength. The technicals were not there and did not turn so you should not have bought this security. It is still in a period of seasonal strength and needs at least two of the three technicals to be positive.

Not doing well until now, but forming a base. Grain prices are showing signs of bottoming. Ag stocks are also showing signs of bottoming. Around this time of year they go up sharply. Keep an eye on it and get out when it`s done.

(Top Pick Jun 22/12, Up 5.80%) You had to get out of the trade once it was over. It was amazing. Recommending it again this year. 22 fertilizer companies around the world. Mid June to late September is period of strength. All three indicators are still negative but it is getting lined up.

(A Top Pick June 22/12. Up 10.36%.) Fertilizer stocks usually do very well from the end of June until the end of September. He sold his holdings at that point in time.

(A Top Pick July 17/12 (BNN showed Sept 28/12 in error.-Bill) Up 1.17% (I show Up 1.01%.) Historically fertilizers do very well early in the summer, take a bit of a rest into October, and then from the end of October right through until the end of the year they take off again.

This, iShares Global Agriculture (COW-T) or Market Vectors Agribusiness (MOO-N)? This one is basically concentrated on fertilizer stocks and he does like the food theme. You might do better with a broader ETF like MOO or COW.

(Top Pick Jun 29/12, Up 9.59%) It is the top of a trading range. It was a nice seasonal / technical trade.

(A Top Pick Jun22/12. Up 13.11%.) Normally from the end of June until the end of August usually, this sector does very well. Then takes a break and goes higher until the end of the year. Works best in the summer time when grain prices are moving higher. Grain prices have had a huge run and are starting to roll over.